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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-14-2006
- Office Locations
- 1
Office Locations
About BHK Securities, LLC
BHK Securities, LLC is a Birmingham, AL advisory firm serving retail and institutional clients with asset management and planning (financial, estate, retirement and insurance). Portfolios emphasize diversified, risk-managed asset allocation, with heavy ETF usage alongside mutual funds and fixed income exposures. Custody commonly through Charles Schwab and Wells Fargo.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 26, 2026, reported AUM decreased 4.0%, from $133.8M to $128.4M.
Across 5 reported observations, AUM decreased 2.0% between September 15, 2022 and March 26, 2026, from $131.0M to $128.4M.
Of the latest reported AUM, 42.6% is discretionary and 57.4% is non-discretionary.
The firm reports 3 advisory representatives and 103 clients, or 34.3 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full BHK Securities, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MEREDYTH ROBERTS HAZZARD
Chief Executive Officer, Chief Financial Officer, Finop
- CRD
- #1427196
- Ownership
- Less than 5%
JAMES BAILEY KNIGHT
Chief Compliance Officer, Partner
- CRD
- #2787109
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MELISSA NORRIS BALDWIN
Director
- CRD
- #3204208
William Martin Beasley
--
- CRD
- #1750089
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,745,394 | $868,975 |
| Non-Discretionary | $73,701,883 | $609,106 |
| Total | $128,447,277 | $698,083 |
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Separately Managed Accounts
SMA allocation detail is available
BHK Securities, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.